Manage all of your clients' information, create contracts, send quotes, record payments, communicate and more.
This module is built into the Nicoka CRM: your client accounts feed straight into your opportunity pipeline, your quotes and contracts, and your built-in invoicing.
With Nicoka, a single page summarises your business with each client: revenue earned, quotes in progress, invoicing outstanding, payments received and more.
In Nicoka you manage all your products in your catalogues, and you tailor your quotes, invoices and credit notes. You then send every invoice to your clients electronically.
See the revenue earned per client, follow how it moves over time and anticipate your next payments, with indicators available straight from the client record.
See in 30 minutes how Nicoka can bring your CRM, your quotes and your invoicing together.
